CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$28.9M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$119M
2
+$25.9M
3
+$7.96M
4
AMAT icon
Applied Materials
AMAT
+$4.83M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.85%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1M 0.03%
4,860
+3,252
202
$993K 0.03%
21,456
+138
203
$981K 0.03%
+13,750
204
$969K 0.03%
1,743
-1,198
205
$958K 0.03%
5,576
+8
206
$930K 0.03%
9,875
-42
207
$924K 0.02%
21,550
-2,987
208
$907K 0.02%
3,783
209
$887K 0.02%
+35,171
210
$881K 0.02%
5,689
211
$877K 0.02%
3,474
-95
212
$876K 0.02%
5,894
+592
213
$873K 0.02%
277
-10
214
$870K 0.02%
11,565
-25,800
215
$865K 0.02%
3,337
+110
216
$839K 0.02%
+5,882
217
$838K 0.02%
28,199
218
$835K 0.02%
860
+244
219
$830K 0.02%
2,470
220
$826K 0.02%
15,066
-26,621
221
$817K 0.02%
14,048
-5,999
222
$816K 0.02%
9,057
-310
223
$769K 0.02%
22,056
224
$761K 0.02%
20,541
-1,359
225
$755K 0.02%
3,052
-281
7 8
9
10 11